See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $630,063 | $202,432+211.2% | $169,368+272.0% | $139,434+351.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.41% | 531.74%-511.3pp | 405.60%-385.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,112 | $4,692-55.0% | $4,013-47.4% | $4,751-55.5% |
| Participant deferral / active EE | $9,926 | $6,938+43.1% | $6,221+59.5% | $6,710+47.9% |
| Admin fee / account holder | $12,251 | $10,708+14.4% | $9,003+36.1% | $11,403+7.4% |